Financial Adviser - Financial Services
On-siteAlbury, New South Wales, Australia
Albury, New South Wales, AustraliaOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Build and maintain strong client relationships as a trusted adviser by developing tailored financial strategies aligned to short and long-term goals. Provide advice across superannuation, investments, insurance, retirement planning, and wealth structuring while monitoring portfolios for ongoing strategic guidance. Stay informed on financial markets and regulatory requirements to identify business development opportunities and collaborate with internal specialists. Deliver holistic solutions to a diverse client base in Albury, leveraging the firm's national resources to support their financial ambitions.
Required Qualifications
- Experience in an advisory role within a professional services environment
- Exposure to client advisory and financial planning
- A degree in Finance, Financial Planning, Economics, Business or similar
- Compliance with industry education requirements
- Strong communication and relationship-building skills
- Analytical thinking and problem-solving capability
- A genuine interest in helping clients achieve financial success
Desired Qualifications
- Industry certifications such as CFP or CFA
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